Allworth Financial LP Reduced Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUZZ
Vaneck ETF Tr Vaneck Social Se
-323
- 61.76%
N/A
200 $0
American Centy ETF Tr
-233
- 44.64%
N/A
289 $0
Amalgamated Financial Corp
-31
- 47.69%
N/A
34 $0
Alumis Inc
-21
- 4.64%
N/A
432 $0
BFB
Brown Forman Corp Cl B
-859
- 33.17%
N/A
1.73K $0
Schwab Strategic Tr
-10
- 19.23%
N/A
42 $0
TS
Tenaris Sa

Energy
-2
- 6.67%
$30.71 - $39.46 $61.4 - $78.9
28 $1K
Anaptysbio Inc
-10
- 1.46%
N/A
677 $0
AMPL
Amplitude, Inc.

Technology
-12
- 16.9%
$7.71 - $12.97 $92.5 - $156
59 $0
Trust For Professional Manag
-3.44K
- 49.8%
N/A
3.47K $0
Trust For Professional Manag
-262
- 1.96%
N/A
13.1K $0
Trust For Professional Manag
-2.75K
- 12.33%
N/A
19.6K $0
Ul Solutions Inc
-15
- 36.59%
N/A
26 $0
CDZI
Cadiz Inc

Utilities
-60
- 78.95%
$2.37 - $3.25 $142 - $195
16 $0
USEP
Innovator U.S. Equity Ultra Bu
-226
- 1.79%
N/A
12.4K $0
Magnera Corp
-8
- 14.81%
N/A
46 $0
Digitalbridge Group Inc
-160
- 30.42%
N/A
366 $0
RZG
Invesco Fd Tr S&P Smallcap 600
-2.77K
- 12.75%
N/A
19K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-43.5K
- 17.46%
N/A
206K $0
Ishares Bitcoin Trust ETF
-206
- 0.71%
N/A
28.9K $0
Ishares Ethereum Tr
-330
- 11.06%
N/A
2.66K $0
Lithium Argentina Ag
-74
- 2.11%
N/A
3.43K $0
LMB
Limbach Holdings, Inc.

Industrials
-2
- 40.0%
$69.3 - $142.14 $139 - $284
3 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-40
- 1.76%
$35.3 - $37.51 $1.41K - $1.5K
2.23K $83K
MGRC
Mcgrath Rentcorp

Industrials
-186
- 3.84%
$101.45 - $118.14 $18.9K - $22K
4.66K $540K
FNY
First Trust Mid Cap Growth Alp
-65
- 10.4%
N/A
560 $0
MCBS
Metro City Bankshares, Inc.

Financial Services
-24
- 96.0%
$25.33 - $29.57 $608 - $710
1 $0
TILE
Interface Inc

Consumer Cyclical
-14
- 4.08%
$17.79 - $21.16 $249 - $296
329 $6K
IBOC
International Bancshares Corp

Financial Services
-18
- 4.79%
$56.4 - $66.7 $1.02K - $1.2K
358 $23K
Knife River Corp
-46
- 17.04%
N/A
224 $0
MOGA
Moog Inc Cla
-17
- 8.5%
N/A
183 $0
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-1
- 33.33%
$110.55 - $126.65 $111 - $127
2 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-37.5K
- 32.93%
N/A
76.3K $0
First Tr Exchng Traded Fd Vi
-2.54K
- 18.57%
N/A
11.1K $0
Mineralys Therapeutics Inc
-56
- 62.22%
N/A
34 $0
GCI
Gannett Co., Inc.

Communication Services
-182
- 94.79%
$2.64 - $3.71 $480 - $675
10 $0
LESL
Leslie'S, Inc.

Consumer Cyclical
-197
- 36.75%
$0.42 - $0.91 $82.7 - $179
339 $0
Lenz Therapeutics Inc
-15
- 42.86%
N/A
20 $0
Klaviyo Inc
-11
- 17.46%
N/A
52 $0
Kindercare Learning Companie
-213
- 76.34%
N/A
66 $0
DFSU
Dimensional ETF Tr Dimen Us Su
-2.54K
- 46.66%
N/A
2.91K $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-22
- 19.13%
$38.28 - $61.65 $842 - $1.36K
93 $5K
JBGS
Jbg Smith Properties

Real Estate
-58
- 18.77%
$13.98 - $18.4 $811 - $1.07K
251 $4K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-79
- 9.67%
$54.28 - $67.95 $4.29K - $5.37K
738 $50K
BYLD
Ishares Tr Yield Optimized Bd
-8
- 0.01%
N/A
60.2K $0
Ea Series Trust
-490
- 41.49%
N/A
691 $0
STRV
Ea Ser Tr Strive 500 ETF
-154
- 2.6%
N/A
5.77K $0
SHOC
Ea Ser Tr Strive U S Semicondu
-33
- 7.82%
N/A
389 $0
KFY
Korn Ferry

Industrials
-14
- 24.56%
$59.48 - $74.54 $833 - $1.04K
43 $3K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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